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I want to switch my funds (Cofunds)
If you wish to switch online, please visit our Buy and Switch service. For further details about this site, please see our Key features document below.
If you wish to switch using paper applications, please download the forms that you need from the list below.
Compulsory Forms
Cofunds Fund Key Features and Terms & Conditions
Cofunds Platform Key Features and Terms & Conditions
It is important that you read and fully understand the above terms & conditions and Key Features before investing.
Forms dependent upon type of investment
Other Information
Please be aware that these discounts are subject to change and the discounts published are intended as a guide only. For an up to date discount on specific funds you may which to purchase, please call 01225 823915.